Iht Wealth Management, LLC Purchases in Q3 2024

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHQ
Schwab Strategic Tr Long Term

ETFs
12K
+ 145.12%
$32.17 - $35.98 $387K - $433K
20.3K $711K
LII
Lennox International Inc

Industrials
728
New
$523.72 - $620.83 $381K - $452K
728 $439K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.48K
+ 61.0%
$45.2 - $47.87 $383K - $406K
22.4K $1.06M
OGE
Oge Energy Corp.

Utilities
8.9K
+ 73.35%
$35.12 - $41.18 $313K - $367K
21K $863K
XAR
Spdr S&P Aerospace & Defense E

ETFs
789
+ 4.52%
$139.03 - $157.34 $110K - $124K
18.2K $2.87M
XEL
Xcel Energy Inc

Utilities
3.77K
+ 25.43%
$52.11 - $65.3 $196K - $246K
18.6K $1.21M
DHR
Danaher Corp

Healthcare
1.01K
+ 20.32%
$239.25 - $280.76 $243K - $285K
6.01K $1.67M
FDL
First Tr Morningstar Dividend

ETFs
3.11K
+ 4.37%
$37.66 - $42.06 $117K - $131K
74.3K $3.12M
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.32K
+ 52.77%
$169.92 - $205.38 $395K - $477K
6.72K $1.29M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.41K
+ 20.47%
$31.05 - $34.29 $292K - $323K
55.4K $1.9M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
17.7K
+ 95.6%
$21.61 - $22.87 $382K - $404K
36.1K $820K
ADP
Automatic Data Processing Inc

Industrials
580
+ 8.6%
$233.44 - $279.45 $135K - $162K
7.33K $2.03M
CBSH
Commerce Bancshares Inc

Financial Services
6.99K
New
$55.02 - $65.08 $384K - $455K
6.99K $414K
CB
Chubb LTD

Financial Services
957
+ 23.25%
$252.51 - $292.2 $242K - $280K
5.07K $1.46M
RGEN
Repligen Corp

Healthcare
2.77K
New
$119.79 - $167.35 $331K - $463K
2.77K $411K
USTB
Victory Portfolios Ii Victorys

ETFs
7.93K
+ 124.47%
$49.79 - $50.91 $395K - $404K
14.3K $726K
VGIT
Vanguard Intermediate Term Tre

ETFs
6.62K
+ 183.83%
$57.8 - $60.8 $383K - $402K
10.2K $617K
WY
Weyerhaeuser CO

Real Estate
12K
New
$27.05 - $33.84 $326K - $407K
12K $407K
CNS
Cohen & Steers, Inc.

Financial Services
3.39K
+ 101.29%
$70.88 - $97.15 $240K - $329K
6.73K $646K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
23
+ 0.15%
$80.44 - $110.41 $1.85K - $2.54K
15K $1.66M
TTD
Trade Desk, Inc.

Technology
3.03K
+ 51.29%
$83.08 - $110.79 $252K - $336K
8.95K $980K
SYK
Stryker Corp

Healthcare
1.01K
+ 55.46%
$315.94 - $371.96 $319K - $376K
2.83K $1.02M
IJK
Ishares S&P Midcap 400 Growth

ETFs
3.81K
+ 28.41%
$84.81 - $93.54 $323K - $357K
17.2K $1.58M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
3.23K
+ 25.22%
$82.69 - $94.63 $267K - $305K
16K $1.49M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.1K
+ 62.74%
$305.34 - $350.41 $335K - $385K
2.85K $983K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
46.4K
+ 96.87%
$7.33 - $8.15 $340K - $378K
94.3K $747K
RYLD
Global X Fds Russell 2000 Cove

ETFs
23.9K
+ 36.33%
$15.22 - $16.33 $364K - $391K
89.8K $1.45M
TMO
Thermo Fisher Scientific Inc.

Healthcare
243
+ 6.53%
$531.86 - $624.21 $129K - $152K
3.97K $2.45M
PSX
Phillips 66

Energy
3.87K
+ 32.46%
$125.0 - $147.17 $483K - $569K
15.8K $2.07M
NOC
Northrop Grumman Corp

Industrials
341
+ 14.94%
$423.73 - $533.14 $144K - $182K
2.62K $1.38M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7.54K
+ 76.6%
$50.61 - $50.96 $382K - $384K
17.4K $885K
ISRG
Intuitive Surgical Inc

Healthcare
613
+ 33.79%
$416.14 - $494.01 $255K - $303K
2.43K $1.19M
KMI
Kinder Morgan, Inc.

Energy
13.6K
+ 35.87%
$19.72 - $22.22 $268K - $303K
51.6K $1.14M
NTR
Nutrien Ltd.

Basic Materials
8.36K
+ 134.23%
$45.26 - $52.2 $378K - $436K
14.6K $700K
IHDG
Wisdomtree Tr

ETFs
8.41K
New
$42.42 - $46.78 $357K - $393K
8.41K $384K
SONY
Sony Group Corp

Technology
3.99K
New
$81.61 - $98.65 $325K - $393K
3.99K $384K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
4.77K
+ 10.42%
$51.3 - $59.04 $244K - $281K
50.5K $2.78M
FNB
Fnb Corp

Financial Services
27K
New
$13.41 - $15.55 $362K - $419K
27K $380K
SPGI
S&P Global Inc.

Financial Services
447
+ 21.28%
$446.32 - $527.38 $200K - $236K
2.55K $1.32M
OXY
Occidental Petroleum Corp

Energy
12.3K
+ 54.92%
$49.91 - $63.73 $616K - $787K
34.8K $1.79M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
3.89K
+ 79.0%
$77.64 - $90.33 $302K - $352K
8.82K $787K
LSAF
Two Rds Shared Tr

ETFs
3.51K
+ 5.59%
$36.68 - $41.38 $129K - $145K
66.2K $2.74M
UCO
Pro Shares Trust Ii

ETFs
14.4K
New
$23.45 - $34.9 $339K - $504K
14.4K $367K
STT
State Street Corp

Financial Services
4.14K
New
$73.37 - $89.31 $304K - $370K
4.14K $366K
DAL
Delta Air Lines, Inc.

Industrials
2.83K
+ 4.31%
$37.32 - $51.8 $105K - $146K
68.3K $3.47M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.05K
New
$111.59 - $129.08 $340K - $394K
3.05K $362K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.51K
+ 25.6%
$149.02 - $167.67 $225K - $253K
7.4K $1.24M
PH
Parker Hannifin Corp

Industrials
267
+ 18.57%
$501.01 - $635.92 $134K - $170K
1.71K $1.08M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14K
+ 62.97%
$22.38 - $23.66 $314K - $332K
36.3K $851K
Activity Summary
Buys All Purchases 877 New Holdings 172 Increased Positions 705 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 0 Puts 0
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